Collectly

Collectly is an AI-powered revenue cycle platform for healthcare organizations that automates patient intake, eligibility, billing, payments, and support. It is positioned to work with any EHR and reduce manual work across the patient financial workflow.

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Overview

Collectly is an AI-powered revenue cycle platform for healthcare organizations. It automates patient financial workflows across the revenue cycle, combining intake, eligibility, cost estimation, point-of-service payments, billing, and patient support in one system.

The product is built to reduce manual work, lower cost to collect, and accelerate cash flow while fitting into existing operations. The site says it works with any EHR and is used by medical groups, health systems, billing and RCM companies, and EHR/PM companies.

Core capabilities

Pre-visit intake automation

Digitizes intake before the visit, including insurance card capture, reminders, demographic validation, and consents and forms, so front-desk teams handle less manual entry.

AI eligibility and benefits

Checks coverage and benefit details before care, including additional coverage identification, plan-specific benefits, and payer portal retrieval through Billie AI Agent.

AI cost estimation

Produces patient responsibility estimates and supports good faith estimates, helping teams set expectations before treatment and reduce billing surprises.

Point-of-service payments

Handles front-desk checkout and in-person payment and consent capture at the point of service to collect balances while patients are still present.

Post-visit billing automation

Automates statements, reminders, and follow-up across digital and paper channels, with Billie AI Agent supporting patient billing questions by voice and chat.

Payments platform

Provides payment tools such as secure card on file, auto-pay, payment plans, subscriptions, refunds and adjustments, plus Apple Pay and Google Pay.

Common use cases

Digitizing pre-visit intake
Front-desk teams can move intake online before the appointment, validate demographics and insurance, and reduce check-in bottlenecks caused by manual data entry.
Improving eligibility and estimate workflows
Revenue cycle teams can verify coverage and estimate patient responsibility before care so they can spot coverage issues early and reduce preventable denials.
Collecting payments across the visit lifecycle
Billing teams can collect balances at check-in or checkout, then continue with statements, reminders, and payment follow-up after the visit.
Reducing post-visit billing friction
Organizations that need patient self-service can use digital statements, payment plans, auto-pay, and Billie AI Agent support to help patients resolve balances without heavy staff involvement.
Supporting service providers and embedded workflows
RCM vendors and healthcare platforms can white-label or embed the platform to offer automated billing workflows to their own clients, based on the customer stories and positioning on the site.

Pros and Cons

Pros

Covers multiple stages of the revenue cycle, from intake to post-visit collections.
Combines patient-facing automation with back-office workflow support.
Supports both digital and in-person payment collection.
Includes patient support via voice and chat for billing follow-up.
Presents customer results and operational metrics on the site, including collection rate and days to collect.

Cons

The site does not publish pricing on the pages provided.
Integration details are high-level; the source confirms compatibility with any EHR and mentions 20+ supported systems, but does not name them.

FAQ

Who is Collectly for?

Collectly is positioned for healthcare organizations that want to automate patient billing and revenue cycle workflows, from pre-visit intake through post-visit collections. The site also calls out use by medical groups, health systems, billing and RCM companies, and EHR/PM companies.

Does Collectly integrate with existing EHR systems?

The site says Collectly works with any EHR and integrates with electronic health record and practice management systems. It does not provide a public list of all supported systems on the pages provided.

What does Collectly automate?

Collectly’s pages describe AI-powered automation for intake, eligibility, cost estimation, point-of-service payments, and post-visit billing. The goal is to reduce manual work, lower cost to collect, and speed up cash flow.

Is pricing listed publicly?

The collected pages do not show public pricing details. The site directs visitors to book a demo or explore products.

How long does implementation take?

The customer stories indicate implementation can be quick in some cases, with one example citing staff time to go live in under 16 hours and another under 12 hours. Those are individual customer results, not a general guarantee.

Quick Facts

Category: AI-powered revenue cycle platform
Primary users: Healthcare organizations, medical groups, health systems, billing and RCM companies
Platform fit: Works with any EHR
Workflow focus: Intake, eligibility, cost estimation, payments, billing, and patient support
Source domain: collectly.co
Pricing: Not publicly listed on the pages provided